13F-HR filed by Caldwell Trust Co
Caldwell Trust Co filed this 13F-HR for the quarter ended 2024-09-30, filed 2025-09-24, with 703 holding rows worth $952,247,140.
- Accession
- 0001420506-25-002749
- Filer
- CIK 2080218
- Filed
- 2025-09-24
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2024
A holdings report, 774 entries on the cover page, a total value of $952,247,140 stated on the cover page (in dollars after the unit check, H1), rows summing to $952,247,140 with VALUE read as dollars as filed, 13F file number 028-25778. The quarter's positions are built on this report. The resolved quarter.
Other managers
- included managerNEUBERGER BERMAN MUNICIPAL FUND INC.
- included managerCUMBERLAND ADVISORS INC028-11051
- included managerHighTower Advisors, LLC028-13510
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| TORONTO DOMINION BK ONT COM NEW | 891160509 | Stock | 500 | $31,630 | dollars as filed | |
| HORMEL FOODS CORP COM | 440452100 | Stock | 984 | $31,193 | dollars as filed | |
| INVESCO EXCHANGE TRADED FD T | 46137V282 | S&P500 EQL TEC | 815 | $30,726 | dollars as filed | |
| SPDR SER TR | 78464A359 | BBG CONV SEC ETF | 400 | $30,636 | dollars as filed | |
| FRANKLIN TEMPLETON ETF TR | 35473P108 | INTL COR DIV TIL | 917 | $30,408 | dollars as filed | |
| PARK NATL CORP COM | 700658107 | Stock | 181 | $30,404 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 60 | $30,313 | dollars as filed | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 373 | $29,892 | dollars as filed | |
| GENTEX CORP COM | 371901109 | Stock | 1,000 | $29,690 | dollars as filed | |
| INVESCO | 46138J841 | EXCHANGE TRADED | 1,397 | $29,505 | dollars as filed | |
| REGENERON PHARMACEUTICALS COM | 75886F107 | Stock | 28 | $29,435 | dollars as filed | |
| MDU RES GROUP INC | 552690109 | COM | 1,040 | $28,506 | dollars as filed | |
| MPLX LP | 55336V100 | COM UNIT REP LTD | 635 | $28,232 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 186 | $28,127 | dollars as filed | |
| NORTHWEST BANCSHARES INC COM | 667340103 | Stock | 2,097 | $28,058 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 796 | $27,948 | dollars as filed | |
| Palantir Technologies Inc. Class A | 69608A108 | COM | 750 | $27,900 | dollars as filed | |
| ORRSTOWN FINL SERVICES INC | 687380105 | COMMON STOCK | 773 | $27,797 | dollars as filed | |
| ISHARES RUSSELL 1000 ETF | 464287622 | ETF | 88 | $27,666 | dollars as filed | |
| iShares Future AI & Tech ETF | 46435U556 | SHS | 800 | $27,392 | dollars as filed | |
| ISHARES TR | 464288778 | US REGNL BKS ETF | 575 | $27,336 | dollars as filed | |
| VANGUARD STAR FDS | 921909768 | COM | 416 | $26,932 | dollars as filed | |
| BCE INC COM NEW | 05534B760 | Stock | 773 | $26,900 | dollars as filed | |
| ARCHER DANIELS MIDLAND CO COM | 039483102 | Stock | 447 | $26,704 | dollars as filed | |
| PINNACLE WEST CAP CORP | 723484101 | COM | 300 | $26,577 | dollars as filed | |
| TEXAS ROADHOUSE INC COM | 882681109 | Stock | 150 | $26,490 | dollars as filed | |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | 46138J791 | ETF | 1,332 | $26,054 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 413 | $25,969 | dollars as filed | |
| STANLEY BLACK & DECKER INC COM | 854502101 | Stock | 235 | $25,881 | dollars as filed | |
| PEOPLE INC | 44891N208 | COM NEW | 475 | $25,565 | dollars as filed | |
| CROWN CASTLE INC COM | 22822V101 | REIT | 214 | $25,387 | dollars as filed | |
| Vanguard Intermediate-Term Corporate Bond ETF | 92206C870 | SHS | 303 | $25,376 | dollars as filed | |
| MANULIFE FINL CORP | 56501R106 | COM | 853 | $25,206 | dollars as filed | |
| MIDDLEBYCORP | 596278101 | STOK | 181 | $25,183 | dollars as filed | |
| CIVISTA BANCSHARES INC | 178867107 | COMMON STOCK | 1,387 | $24,716 | dollars as filed | |
| EVEREST GROUP LTD COM | G3223R108 | Stock | 62 | $24,293 | dollars as filed | |
| IQVIA HLDGS INC COM | 46266C105 | Stock | 102 | $24,171 | dollars as filed | |
| EXTRA SPACE STORAGE INC COM | 30225T102 | REIT | 134 | $24,145 | dollars as filed | |
| CARMAX INC COM | 143130102 | Stock | 300 | $23,214 | dollars as filed | |
| ISHARES TR | 464287754 | US INDUSTRIALS | 170 | $22,724 | dollars as filed | |
| ALBEMARLE CORP | 012653101 | COM | 235 | $22,257 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G508 | SR LN ETF | 1,055 | $22,166 | dollars as filed | |
| PACER FDS TR | 69374H105 | TRENDP US LAR CP | 420 | $22,071 | dollars as filed | |
| COCA-COLA FEMSA SAB DE CV SPONS ADS REP | 191241108 | ADR | 248 | $22,003 | dollars as filed | |
| CONAGRA FOODS INC | 205887102 | COM | 656 | $21,333 | dollars as filed | |
| OLD REP INTL CORP COM | 680223104 | Stock | 600 | $21,252 | dollars as filed | |
| BLACKROCK MUN INCOME TR | 09248F109 | SH BEN INT | 2,000 | $21,140 | dollars as filed | |
| MASTEC INC COM | 576323109 | Stock | 168 | $20,681 | dollars as filed | |
| Vanguard Short-Term Treasury ETF | 92206C102 | SHS | 350 | $20,657 | dollars as filed | |
| NISOURCE INC COM | 65473P105 | Stock | 594 | $20,582 | dollars as filed | |
| NOVANTA INC | 67000B104 | COM | 115 | $20,576 | dollars as filed | |
| GEN DIGITAL INC COM | 668771108 | Stock | 740 | $20,298 | dollars as filed | |
| PRINCIPAL FINANCIAL GROUP INC COM | 74251V102 | Stock | 235 | $20,187 | dollars as filed | |
| BROADRIDGE FINL SOLUTIONS INC COM | 11133T103 | Stock | 93 | $19,998 | dollars as filed | |
| LKQ CORP COM | 501889208 | Stock | 500 | $19,960 | dollars as filed | |
| ISHARES TR | 46434V282 | U S EQUITY FACTR | 335 | $19,688 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 928 | $18,987 | dollars as filed | |
| FIRST WATCH RESTAURANT GROUP | 33748L101 | COM | 1,200 | $18,720 | dollars as filed | |
| iShares MSCI EAFE Value ETF | 464288877 | SHS | 325 | $18,697 | dollars as filed | |
| FRANKLIN LTD DURATION INCOME | 35472T101 | COM | 2,800 | $18,676 | dollars as filed | |
| UGI CORP NEW COM | 902681105 | Stock | 741 | $18,540 | dollars as filed | |
| ISHARES MSCI USA QUALITY FACTOR ETF | 46432F339 | ETF | 103 | $18,468 | dollars as filed | |
| IDEX CORP COM | 45167R104 | Stock | 85 | $18,233 | dollars as filed | |
| PUBLIC STORAGE COM | 74460D109 | REIT | 50 | $18,194 | dollars as filed | |
| TOYOTA MOTOR CORP ADS | 892331307 | ADR | 100 | $17,857 | dollars as filed | |
| CALAMOS CONVERTIBLE OPPORTUNIT | 128117108 | SH BEN INT | 1,534 | $17,856 | dollars as filed | |
| ISHARES TR | 464287101 | S&P 100 ETF | 64 | $17,713 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 200 | $17,418 | dollars as filed | |
| YORK WATER CO | 987184108 | COMMON STOCK | 450 | $16,857 | dollars as filed | |
| FLAGSTAR FINANCIAL INC | 649445400 | COM NEW | 1,500 | $16,845 | dollars as filed | |
| ALLIANCE NATIONAL MUNICIPAL IN | 01864U106 | COM | 1,400 | $16,520 | dollars as filed | |
| NBT BANCORP INC COM | 628778102 | Stock | 372 | $16,454 | dollars as filed | |
| SPROTT ASSET MANAGEMENT LP | 85207Q104 | PHYSICAL PLATINU | 1,640 | $16,428 | dollars as filed | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 68 | $16,368 | dollars as filed | |
| NEWMONT CORP | 651639106 | COM | 300 | $16,035 | dollars as filed | |
| SPDR SERIES TRUST | 78464A607 | ST STR DOW REIT | 150 | $16,010 | dollars as filed | |
| LEGGETT & PLATT INC | 524660107 | COM | 1,150 | $15,663 | dollars as filed | |
| NUVEEN PFD & INCOME OPPORTUN | 67073B106 | COM | 1,908 | $15,398 | dollars as filed | |
| Vanguard Consumer Staples ETF | 92204A207 | SHS | 70 | $15,294 | dollars as filed | |
| BLACKROCK TECH AND PRIVATE E | 09260Q108 | SHS BEN INT | 2,000 | $15,100 | dollars as filed | |
| iShares Broad USD High Yield Corporate Bond ETF | 46435U853 | SHS | 400 | $15,060 | dollars as filed | |
| FEDEX CORP COM | 31428X106 | Stock | 55 | $15,052 | dollars as filed | |
| NATIONAL PRESTO INDS INC | 637215104 | COMMON STOCK | 200 | $15,028 | dollars as filed | |
| BROWN FORMAN CORP | 115637100 | CL A | 305 | $14,664 | dollars as filed | |
| NATIONAL STORAGE AFFILIATES TR COM SHS BEN IN | 637870106 | REIT | 300 | $14,460 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 33733E500 | NAS CLNEDG GREEN | 402 | $14,436 | dollars as filed | |
| GENTHERM INC | 37253A103 | COM | 306 | $14,244 | dollars as filed | |
| LAMB WESTON HLDGS INC | 513272104 | COM | 216 | $13,984 | dollars as filed | |
| LABCORP HOLDINGS INC COM SHS | 504922105 | Stock | 60 | $13,409 | dollars as filed | |
| BROOKFIELD REAL ASSETS INCOM | 112830104 | SHS BEN INT | 976 | $13,371 | dollars as filed | |
| DOVER CORP COM | 260003108 | Stock | 69 | $13,230 | dollars as filed | |
| PIMCO INCOME STRATEGY FD | 72201H108 | COM | 1,500 | $12,855 | dollars as filed | |
| STERICYCLE INC | 858912108 | COM | 200 | $12,200 | dollars as filed | |
| CALAMOS CONV & HIGH INCOME F | 12811P108 | COM SHS | 1,000 | $11,930 | dollars as filed | |
| FORTIVE CORP COM | 34959J108 | Stock | 150 | $11,840 | dollars as filed | |
| CENTERPOINT ENERGY INC | 15189T107 | COM | 400 | $11,768 | dollars as filed | |
| FIDELITY COVINGTON TRUST | 316092600 | MSCI HLTH CARE I | 161 | $11,721 | dollars as filed | |
| NUVEEN MUN HIGH INCOME OPPOR | 670682103 | COM | 1,000 | $11,660 | dollars as filed | |
| SUNCOR ENERGY INC NEW COM | 867224107 | Stock | 312 | $11,519 | dollars as filed | |
| FIDELITY MERRIMACK STR TR | 316188309 | TOTAL BD ETF | 246 | $11,498 | dollars as filed | |
| AGREE RLTY CORP COM | 008492100 | REIT | 150 | $11,300 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 34 | $11,019 | dollars as filed | |
| SPDR SER TR | 78468R556 | S&P OILGAS EXP | 82 | $10,785 | dollars as filed | |
| ISHARES TR | 464288661 | 3 7 YR TREAS BD | 88 | $10,525 | dollars as filed | |
| SPDR Portfolio S&P 1500 Composite Stock Market ETF | 78464A805 | SHS | 150 | $10,509 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 134 | $10,456 | dollars as filed | |
| CONSTELLATION BRANDS INC CL A | 21036P108 | Stock | 40 | $10,308 | dollars as filed | |
| WISDOMTREE TR | 97717W422 | INDIA ERNGS FD | 200 | $10,092 | dollars as filed | |
| GATX CORP COM | 361448103 | Stock | 75 | $9,934 | dollars as filed | |
| DT MIDSTREAM INC COMMON STOCK | 23345M107 | Stock | 125 | $9,833 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 416 | $9,622 | dollars as filed | |
| KEURIG DR PEPPER INC COM | 49271V100 | Stock | 250 | $9,370 | dollars as filed | |
| WP CAREY INC COM | 92936U109 | REIT | 150 | $9,345 | dollars as filed | |
| OREILLY AUTOMOTIVE INC COM | 67103H107 | Stock | 8 | $9,213 | dollars as filed | |
| MODERNA INC | 60770K107 | COM | 137 | $9,156 | dollars as filed | |
| FIRST TR VALUE LINE DIVID IN | 33734H106 | SHS | 200 | $9,098 | dollars as filed | |
| PROSHARES TR | 74347B680 | S&P MDCP 400 DIV | 111 | $9,078 | dollars as filed | |
| ISHARES TR | 464288612 | INTRM GOV CR ETF | 83 | $8,889 | dollars as filed | |
| OCCIDENTAL PETE CORP WT EXP 080327 | 674599162 | Stock | 297 | $8,827 | dollars as filed | |
| AMEREN CORP COM | 023608102 | Stock | 100 | $8,746 | dollars as filed | |
| INVESCO MSCI SUSTAINABLEFUTURE ETF | 46137V407 | ETF | 188 | $8,483 | dollars as filed | |
| ZYNEX INC | 98986M103 | COM | 1,000 | $8,160 | dollars as filed | |
| BARRICK GOLD CORP | 067901108 | COM | 400 | $7,956 | dollars as filed | |
| VANECK ETF TRUST | 92189F437 | COM | 253 | $7,441 | dollars as filed | |
| ARK ETF TR | 00214Q104 | INNOVATION ETF | 156 | $7,415 | dollars as filed | |
| Vanguard S&P Small-Cap 600 Value ETF | 921932778 | SHS | 80 | $7,397 | dollars as filed | |
| MOLSON COORS BEVERAGE CO CL B | 60871R209 | Stock | 125 | $7,190 | dollars as filed | |
| Schwab US TIPS ETF | 808524870 | SHS | 130 | $6,972 | dollars as filed | |
| ISHARES TR | 464289875 | CORE 40 MODE ETF | 154 | $6,947 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X176 | TECH ALPHADEX | 50 | $6,932 | dollars as filed | |
| TD SYNNEX CORPORATION COM | 87162W100 | Stock | 56 | $6,724 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C797 | US EQTY PWR BUF | 171 | $6,660 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138G847 | GBL CLEAN ENRG | 474 | $6,641 | dollars as filed | |
| ISHARES TR | 464288109 | MORNINGSTAR VALU | 80 | $6,576 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C813 | US EQTY PWR BUF | 162 | $6,558 | dollars as filed | |
| WABTEC COM | 929740108 | Stock | 36 | $6,544 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C508 | US EQTY PWR BUF | 158 | $6,529 | dollars as filed | |
| WARNER BROS DISCOVERY INC COM SER A | 934423104 | Stock | 789 | $6,509 | dollars as filed | |
| HONDA MOTOR CO LTD ADR ECH CNV IN 3 | 438128308 | ADR | 205 | $6,505 | dollars as filed | |
| INNOVATOR ETFS TRUST | 45782C870 | US EQT PWR BUF | 177 | $6,361 | dollars as filed | |
| ASTRAZENECA PLC SPONSORED ADR | 046353108 | ADR | 81 | $6,311 | dollars as filed | |
| SUPER MICRO COMPUTER INC | 86800U104 | COM | 15 | $6,246 | dollars as filed | |
| TELEDYNE TECHNOLOGIES INC COM | 879360105 | Stock | 14 | $6,127 | dollars as filed | |
| GLOBAL X FDS | 37954Y657 | US PFD ETF | 291 | $6,047 | dollars as filed | |
| SOUTHWESTAIRLSCO | 844741108 | STOK | 200 | $5,926 | dollars as filed | |
| FIRST TR EXCHANGE-TRADED FD | 337345102 | SHS | 30 | $5,739 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33734X135 | FINLS ALPHADEX | 107 | $5,471 | dollars as filed | |
| RESMED INC COM | 761152107 | Stock | 22 | $5,371 | dollars as filed | |
| Vanguard Total World Stock ETF | 922042742 | SHS | 44 | $5,267 | dollars as filed | |
| United States Oil Fund LP | 91232N207 | COM | 75 | $5,244 | dollars as filed | |
| SCHWAB STRATEGIC TR | 808524888 | INTL SCEQT ETF | 134 | $5,163 | dollars as filed | |
| HELIOS TECHNOLOGIES INC | 42328H109 | COM | 105 | $5,009 | dollars as filed | |
| Vanguard FTSE Europe ETF | 922042874 | SHS | 70 | $4,977 | dollars as filed | |
| NUVEEN TAXABLE MUNICPAL INM FD COM | 67074C103 | CEF | 292 | $4,850 | dollars as filed | |
| AMERICAN INTL GROUP INC COM NEW | 026874784 | Stock | 66 | $4,833 | dollars as filed | |
| TC ENERGY CORP | 87807B107 | COM | 100 | $4,755 | dollars as filed | |
| CRISPR THERAPEUTICS AG NAMEN AKT | H17182108 | Stock | 100 | $4,698 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 22 | $4,418 | dollars as filed | |
| NOKIA CORP | 654902204 | SPONSORED ADR | 1,000 | $4,370 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 38 | $4,200 | dollars as filed | |
| INVESCO EXCH TRADED FD TR II | 46138E354 | S&P500 LOW VOL | 53 | $3,802 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 359 | $3,791 | dollars as filed | |
| INTEGRA LIFESCIENCES HLDGS C | 457985208 | COM NEW | 200 | $3,634 | dollars as filed | |
| SPDR SERIES TRUST | 78464A334 | BLOMBERG BRC INT | 125 | $3,443 | dollars as filed | |
| Vanguard Communication Services ETF | 92204A884 | SHS | 23 | $3,344 | dollars as filed | |
| VIATRIS INC COM | 92556V106 | Stock | 280 | $3,251 | dollars as filed | |
| BRIGHTHOUSE FINL INC | 10922N103 | COM | 68 | $3,062 | dollars as filed | |
| BLACKROCK DEBT STRATEGIES FD I | 09255R202 | COM NEW | 275 | $3,033 | dollars as filed | |
| AEGON LTD AMER REG 1 CERT | 0076CA104 | ADR | 469 | $2,997 | dollars as filed | |
| ISHARES TR | 464287341 | GLOBAL ENERG ETF | 70 | $2,834 | dollars as filed | |
| KINDER MORGAN INC DEL COM | 49456B101 | Stock | 128 | $2,828 | dollars as filed | |
| CULLEN FROST BANKERS INC COM | 229899109 | Stock | 25 | $2,797 | dollars as filed | |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | 46138J643 | ETF | 130 | $2,673 | dollars as filed | |
| WALGREENS BOOTS ALLIANCE INC | 931427108 | COM | 272 | $2,437 | dollars as filed | |
| QUAD / GRAPHICS INC | 747301109 | COM CL A | 500 | $2,270 | dollars as filed | |
| YUM CHINA HLDGS INC | 98850P109 | COM | 50 | $2,251 | dollars as filed | |
| ALCOA CORP COM | 013872106 | Stock | 58 | $2,238 | dollars as filed | |
| SPDR SER TR | 78468R721 | NUVEEN BLMBRG MU | 41 | $1,920 | dollars as filed | |
| ORGANON & CO COMMON STOCK | 68622V106 | Stock | 94 | $1,798 | dollars as filed | |
| ALEXANDRIA REAL ESTATE EQ INC COM | 015271109 | REIT | 14 | $1,663 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 71 | $1,656 | dollars as filed | |
| NCR ATLEOS CORPORATION | 63001N106 | COM SHS | 57 | $1,626 | dollars as filed | |
| NCR VOYIX CORPORATION | 62886E108 | COM | 115 | $1,561 | dollars as filed | |
| STATE STR CORP COM | 857477103 | Stock | 14 | $1,239 | dollars as filed | |
| iShares iBonds Dec. 2027 Municipal Bond ETF | 46435U283 | ETF | 44 | $1,120 | dollars as filed | |
| SPDR INDEX SHS FDS | 78463X103 | ST STR EUROP ETF | 25 | $1,110 | dollars as filed | |
| NORTHWESTERN ENERGY GROUP INC COM NEW | 668074305 | Stock | 19 | $1,087 | dollars as filed | |
| iShares iBonds Dec. 2028 Municipal Bond ETF | 46435U325 | ETF | 40 | $1,025 | dollars as filed | |
| BUZZFEED INC | 12430A300 | CL A NEW | 383 | $1,021 | dollars as filed | |
| IROBOT CORP | 462726100 | COM | 100 | $869 | dollars as filed | |
| REGAL REXNORD CORPORATION | 758750103 | COM | 5 | $829 | dollars as filed | |
| iShares iBonds Dec. 2026 Municipal Bond ETF | 46435U259 | ETF | 29 | $744 | dollars as filed | |
| TELADOC HEALTH INC | 87918A105 | COM | 80 | $734 | dollars as filed | |
| FIRST TR EXCHANGE TRADED FD | 33738R118 | NASD TECH DIV | 9 | $723 | dollars as filed | |
| WISDOMTREE TR | 97717Y691 | CMN | 19 | $607 | dollars as filed | |
| WK KELLOGG CO | 92942W107 | COM SHS | 35 | $599 | dollars as filed | |
| KYNDRYL HLDGS INC | 50155Q100 | COMMON STOCK | 25 | $575 | dollars as filed | |
| IMAX CORP | 45245E109 | COM | 25 | $513 | dollars as filed | |
| GLOBAL X FDS | 37954Y632 | ARTIFICIAL ETF | 12 | $446 | dollars as filed | |
| ZIMMER BIOMET HOLDINGS INC COM | 98956P102 | Stock | 3 | $324 | dollars as filed | |
| GENELUX CORP | 36870H103 | COMMON STOCK | 110 | $261 | dollars as filed | |
| EMBECTA CORP | 29082K105 | COMMON STOCK | 14 | $197 | dollars as filed | |
| CARNIVAL CORP COMMON STOCK | 143658300 | Stock | 10 | $185 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-25-002749 | this filing | 2025-09-24 | acceptance time not in the bulk data set |